Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Castaneda is an Investment Advisor Representative with Guerra Advisory Services. Miguel is registered with the state of Florida. Miguel has been working in the securities industry since June 2008. Miguel is a Series 65 licensed professional and holds the Uniform Investment Adviser Law Examination. Miguel is also an insurance agent for Guerra Financial Group. Miguel provides investment advice and financial planning services to individuals, corporations and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
03/09/2023 - Present
Guerra Advisory Services (MIAMI FL)
IA
Issued 01/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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